Calls
38
#598
Alpha Score 53.8
Clem Chambers
CEO, Online Blockchain
Win Rate
52.6%
return
+1.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 04
$472.12
-14.8%
"I hold a lot of gold, a lot of platinum, and way more than that palladium... I'm expecting gold to pick up on the trend... and it will just grind along." Unlike Silver, Gold did not go fully vertical/parabolic yet. It is in a sustainable uptrend ("grind"). Platinum and Palladium are expected to sync with Gold's movement, offering significant upside as they play catch-up. LONG the precious metals complex (excluding Silver) for a steady trend following trade. A strong dollar or hawkish Fed policy that restricts actual liquidity (though Chambers deems this unlikely).
"I hold a lot of gold, a lot of platinum, and way more than that palladium... I'm expecting gold to pick up on the trend... and it will just grind along." Unlike Silver, Gold did not go fully vertical/parabolic yet. It is in a sustainable uptrend ("grind"). Platinum and Palladium are expected to sync with Gold's movement, offering significant upside as they play catch-up. LONG the precious metals complex (excluding Silver) for a steady trend following trade. A strong dollar or hawkish Fed policy that restricts actual liquidity (though Chambers deems this unlikely).
Commodities
Long
Feb 04
$35.50
+12.1%
"Copper's going to do what silver just did, but it's not done it yet. It's just starting... That's early doors on a parabola." Chambers identifies a rotational pattern in commodities. Silver had its parabolic run and crash; capital is now rotating into Copper. The "hockey stick" chart pattern is currently forming, suggesting an imminent vertical move. LONG Copper to catch the beginning of the parabolic phase. The "hockey stick" fails to materialize or global recession dampens industrial demand.
"Copper's going to do what silver just did, but it's not done it yet. It's just starting... That's early doors on a parabola." Chambers identifies a rotational pattern in commodities. Silver had its parabolic run and crash; capital is now rotating into Copper. The "hockey stick" chart pattern is currently forming, suggesting an imminent vertical move. LONG Copper to catch the beginning of the parabolic phase. The "hockey stick" fails to materialize or global recession dampens industrial demand.
Commodities
Long
Feb 19
$71.14
-17.1%
Buy silver on a contrarian basis — the recent sharp price collapse is itself the bullish catalyst, implying capitulation/oversold conditions that historically precede recoveries.
Buy silver on a contrarian basis — the recent sharp price collapse is itself the bullish catalyst, implying capitulation/oversold conditions that historically precede recoveries.
Commodities
Long
Jan 04
$683.17
+12.0%
Buy S&P 500 because government officials hold these assets personally, implying policy decisions will structurally protect and support equity markets.
Buy S&P 500 because government officials hold these assets personally, implying policy decisions will structurally protect and support equity markets.
Equity Indexes
Long
Feb 04
$48.16
+17.5%
"My latest love... is companies like Fluor... They make clean up, sort out, help out, build, plan nuclear power stations... that share is going to turn around from being the biggest shaggy dog... to being a golden unicorn." There is a massive structural demand for nuclear energy to power AI and re-industrialization. Fluor has a massive moat because very few companies globally are certified/capable of building and servicing nuclear plants. Scarcity of service providers + high demand = "ballistic" share price. LONG Fluor as a contrarian, deep-value nuclear infrastructure play. Regulatory hurdles in nuclear energy or project execution delays common in the construction sector.
"My latest love... is companies like Fluor... They make clean up, sort out, help out, build, plan nuclear power stations... that share is going to turn around from being the biggest shaggy dog... to being a golden unicorn." There is a massive structural demand for nuclear energy to power AI and re-industrialization. Fluor has a massive moat because very few companies globally are certified/capable of building and servicing nuclear plants. Scarcity of service providers + high demand = "ballistic" share price. LONG Fluor as a contrarian, deep-value nuclear infrastructure play. Regulatory hurdles in nuclear energy or project execution delays common in the construction sector.
Construction & Infrastructure
Long
Feb 04
$19.13
-16.6%
"I hold a lot of gold, a lot of platinum, and way more than that palladium... I'm expecting gold to pick up on the trend... and it will just grind along." Unlike Silver, Gold did not go fully vertical/parabolic yet. It is in a sustainable uptrend ("grind"). Platinum and Palladium are expected to sync with Gold's movement, offering significant upside as they play catch-up. LONG the precious metals complex (excluding Silver) for a steady trend following trade. A strong dollar or hawkish Fed policy that restricts actual liquidity (though Chambers deems this unlikely).
"I hold a lot of gold, a lot of platinum, and way more than that palladium... I'm expecting gold to pick up on the trend... and it will just grind along." Unlike Silver, Gold did not go fully vertical/parabolic yet. It is in a sustainable uptrend ("grind"). Platinum and Palladium are expected to sync with Gold's movement, offering significant upside as they play catch-up. LONG the precious metals complex (excluding Silver) for a steady trend following trade. A strong dollar or hawkish Fed policy that restricts actual liquidity (though Chambers deems this unlikely).
Commodities
Long
Apr 29
$12.46
-21.3%
Nokia is deeply undervalued and a direct beneficiary of AI-driven mobile infrastructure spending. Nvidia recently invested $1 billion into Nokia to build out 6G and AI capabilities. As a European company with low valuation and a key role in the 6G buildout that is replacing Chinese vendors, Nokia is a compelling long.
AI Photonics
Short
Feb 28
$63888.70
-20.7%
Short BTC — speaker asserts Bitcoin entered a bear market from $120k peak, has already fallen $60k, and projects a further $30k decline to approximately $30k.
Short BTC — speaker asserts Bitcoin entered a bear market from $120k peak, has already fallen $60k, and projects a further $30k decline to approximately $30k.
Crypto Assets
Long
Feb 28
$81.95
+72.2%
"Personally I just bought... a bucket of oil ETFs cuz you know if it does happen [Iran strike] then that will spike." Oil is currently acting as a geopolitical "thermometer." While the long-term thesis is AI energy demand, the immediate trade is a hedge against war in the Middle East. If conflict escalates, oil spikes immediately. Long Oil as a short-term volatility hedge. No conflict occurs, and oil prices stagnate or drop due to lack of immediate supply disruption.
"Personally I just bought... a bucket of oil ETFs cuz you know if it does happen [Iran strike] then that will spike." Oil is currently acting as a geopolitical "thermometer." While the long-term thesis is AI energy demand, the immediate trade is a hedge against war in the Middle East. If conflict escalates, oil spikes immediately. Long Oil as a short-term volatility hedge. No conflict occurs, and oil prices stagnate or drop due to lack of immediate supply disruption.
Commodities
Long
Feb 10
$63.26
+16.9%
"Copper is the element that boils it [the ocean]... shipping your nuclear power to your hyperscaler... you need copper and lots of it." AI is fundamentally an energy arbitrage trade. Moving that energy from generation (nuclear plants) to consumption (data centers) requires physical transmission infrastructure. Copper is non-substitutable for high-efficiency transmission, creating a "tidal wave" of demand against a structural supply deficit. LONG. The "pick and shovel" play for the AI energy crisis. Global recession dampening industrial demand; substitution with aluminum in some applications.
"Copper is the element that boils it [the ocean]... shipping your nuclear power to your hyperscaler... you need copper and lots of it." AI is fundamentally an energy arbitrage trade. Moving that energy from generation (nuclear plants) to consumption (data centers) requires physical transmission infrastructure. Copper is non-substitutable for high-efficiency transmission, creating a "tidal wave" of demand against a structural supply deficit. LONG. The "pick and shovel" play for the AI energy crisis. Global recession dampening industrial demand; substitution with aluminum in some applications.
Metals & Mining
Long
Feb 04
$30.08
-18.5%
"I hold a lot of gold, a lot of platinum, and way more than that palladium... I'm expecting gold to pick up on the trend... and it will just grind along." Unlike Silver, Gold did not go fully vertical/parabolic yet. It is in a sustainable uptrend ("grind"). Platinum and Palladium are expected to sync with Gold's movement, offering significant upside as they play catch-up. LONG the precious metals complex (excluding Silver) for a steady trend following trade. A strong dollar or hawkish Fed policy that restricts actual liquidity (though Chambers deems this unlikely).
"I hold a lot of gold, a lot of platinum, and way more than that palladium... I'm expecting gold to pick up on the trend... and it will just grind along." Unlike Silver, Gold did not go fully vertical/parabolic yet. It is in a sustainable uptrend ("grind"). Platinum and Palladium are expected to sync with Gold's movement, offering significant upside as they play catch-up. LONG the precious metals complex (excluding Silver) for a steady trend following trade. A strong dollar or hawkish Fed policy that restricts actual liquidity (though Chambers deems this unlikely).
Commodities
Long
Feb 04
$601.45
+17.9%
"The NASDAQ... is in a boom and probably the early stages of a bubble... It will do its bubbly thing sometime in the next 18 months to two years." The "Hyperscalers" (Big Tech) require trillions in investment for AI. The Fed/Government will be forced to print money ("Control P") to fund this re-industrialization to compete with China. This liquidity injection will drive tech stocks vertical before an eventual crash. LONG NASDAQ to ride the liquidity-fueled bubble formation. Inflation spirals out of control faster than expected, forcing a hard liquidity stop.
"The NASDAQ... is in a boom and probably the early stages of a bubble... It will do its bubbly thing sometime in the next 18 months to two years." The "Hyperscalers" (Big Tech) require trillions in investment for AI. The Fed/Government will be forced to print money ("Control P") to fund this re-industrialization to compete with China. This liquidity injection will drive tech stocks vertical before an eventual crash. LONG NASDAQ to ride the liquidity-fueled bubble formation. Inflation spirals out of control faster than expected, forcing a hard liquidity stop.
Equity Indexes
Long
Jul 20
$1065.22
-5.6%
The real AI opportunity is not in LLMs or models but in the entire AI infrastructure value chain: chips, CPUs, memory, hard drives, networking, air conditioning, racks, copper, transformers, bulldozers, and the financing to build it all. Demand has no natural limit, and this buildout will be a massive decade-long wave, similar to the internet infrastructure boom. Specific beneficiaries include Hewlett Packard (hardware), Cisco (networking), and Goldman Sachs (financing the buildout).
Capital Markets
Long
Feb 28
$14.34
+11.9%
"I picked up some Glen Core today because they're up to their ears in strategic and critical minerals... Copper... It'll go 3x in the next two years." AI and data center build-outs require massive amounts of physical wiring and power infrastructure. Copper is the primary material constraint. While Gold/Silver have already moved, Copper is lagging and poised to "catch up" violently. Glencore (GLNCY) is the specific pick; Freeport (FCX) and Copper ETFs (CPER) are logical sector proxies. Long strategic minerals with a heavy focus on Copper. Global recession dampening industrial demand before the supply crunch hits.
"I picked up some Glen Core today because they're up to their ears in strategic and critical minerals... Copper... It'll go 3x in the next two years." AI and data center build-outs require massive amounts of physical wiring and power infrastructure. Copper is the primary material constraint. While Gold/Silver have already moved, Copper is lagging and poised to "catch up" violently. Glencore (GLNCY) is the specific pick; Freeport (FCX) and Copper ETFs (CPER) are logical sector proxies. Long strategic minerals with a heavy focus on Copper. Global recession dampening industrial demand before the supply crunch hits.
Metals & Mining
Long
Aug 29
$217.55
+3.4%
AI is world-changing and underappreciated; media is wrongly calling it rubbish. Companies that are factories of code have invented software that writes 10 times as much, which can multiply value. AI firms are borrowing and going all in on a $5 trillion buildout. That supports the Nasdaq and names like Nvidia as the AI buildout becomes an 'absolute colossus.' He is long/optimistic and says pessimism and shorting will leave investors behind.
AI Compute
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Clem Chambers has 38 trade ideas tracked on Buzzberg across 37 tickers since January 2026. Win rate 53% across 38 evaluated calls, average return +1.5%. Ranked #598 on the Buzzberg Alpha leaderboard. Most covered: GOLD, COPPER, SILVER.
